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Investment Portfolio Management for individuals, couples,
companies, trusts and charitable trusts

Content image

Investment Portfolio Management for individuals, couples,
companies, trusts and charitable trusts

Testimonials

Testimonials

Dear Andy
Since we started talking to you about our investments I have noticed some interesting things along the way. First I was extremely impressed and humbled to realize that you really listened to what we wanted to achieve. Not only did you listen but you remembered all those points the next time we spoke to you which was probably about a year later.

I remember going from thinking we couldn’t afford to retire to seeing how it could be possible. Since then we have taken your advice, moved from the city to the country which freed up capital, upgraded that property which we sold and bought a better more exciting one with more of the dreams in place, upgraded that, and now we live in heaven.

Your advice to spend capital to get what we want rather than hoard it has changed a lot of things. We have become way more productive in terms of earning money even though we are retired…. and our attitude to money has changed immensely. I personally have stopped seeing it as a limited resource. I simply see you going into your office every day and with a big spoon stirring the money pot, while having a huge amount of fun, with bank notes flying thru the air to our place.

More than this you make us feel like we are your only clients. You know our dreams and requirements intimately. You do not judge or tick us off. You do not give us the feeling that you know more than we do even though that is probably quite true. You are extremely efficient in responding to any request. You let us know when monies have been transferred. You ask for our input about various investments. You are always available. You visit us regularly face to face (even tho we live in Auckland) so you can see where we are up to. Our relationship has developed into friendship and we are very delighted that you are looking after us and our funds.

Yours with enthusiasm

Mary Hunt / Eric Dwight – MARY HUNT SALES TRAINING

phil